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Lead Detail Screen Explained

Lead Detail Screen – this screen shows all information associated with a specific lead

Sprocket/Gear button (on the lead detail page)  – This button opens a menu where the user can do the following:

  • Change Stage – update the lead’s stage within the sales pipeline
  • Assign – assign the lead to a user
  • Attach Files – add any relevant documents or pictures to the lead
  • Tasks – view any tasks associated with the lead (both incomplete and complete)
  • Edit – update any of the fields on the lead detail page
  • Delete – delete the lead from the system (this option is only available to those with the appropriate permission level)

Notes Tab – Use this tab to add notes anytime you want to a lead

Files Tab – Use this tab to add documents, pictures and videos to a lead

2017-05-10T16:26:28+00:00